See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $743,005 | $183,519+304.9% | $155,509+377.8% | $145,922+409.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $22,354 | $5,313+320.8% | $4,672+378.4% | $4,660+379.7% |
| Participant deferral / active EE | $30,500 | $6,462+372.0% | $5,626+442.1% | $6,688+356.1% |
| Admin fee / account holder | $12,426 | $19,313-35.7% | $15,912-21.9% | $13,397-7.2% |